Top Short Term Finance Course in USA

❑ American Bankers Association (ABA)

 Private Wealth Management School - The school introduces seasoned relationship managers to unique consultative sales approaches for delivering financial services to wealthy clients. During a six-day resident session, students receive intermediate-level instruction on building the skills necessary to become a more competent and proactive adviser. Recognized practitioners and industry experts assemble at the Duke University Fuqua School of Business to serve as faculty and counsel to students. Two modules are offered over consecutive years.

❑ Institute for Private Investors (IPI)

Wharton School Private Wealth Management Program—Through class lectures and interactive case-work, participants can increase their depth of knowledge in key areas of wealth management. As part of the core curriculum, the program places participants within a fictitious family with worldwide businesses and investments. During a six-day resident session, they make decisions that will affect the family's wealth for future generations.

❑ Investment Management Consultants Association (IMCA) 

Wealth Management Certificate Program—This program teaches the tools and techniques for creating and implementing strategic solutions to the complex challenges associated with wealthy clients. The curriculum is divided into three phases reflecting the natural life cycle of wealth. Students study assigned materials, complete online quizzes, and then attend a full day seminar. It culminates with a two-day symposium."

 ❑ New York University Certificate in Wealth Management

This course is designed to enhance the relationship between advisers and high-net-worth clients to achieve desired goals. The curriculum includes core courses plus electives that address investment management, alternative investments, and wealth transition and transfer.

❑ American Academy of Financial Management Chartered Wealth Manager

The five-day program offers a core group of courses focused on skills for high-net-worth consulting. Prerequisites include a recognized degree, a professional certification, and five years of related industry experience."

Schooling, certification, and supplemental education provide the foundation of knowledge, but tax-efficient investing as an art form is still relatively new. Moreover, as will become obvious in the following chapters, the curriculum of the programs noted above usually do not cover the application of tax-efficient principles to security selection, portfolio management, asset allocation, and location, as they simply lack faculty who are qualified to teach it. Additionally, one must be careful about using the terms "wealth management" and "high-net-worth client." These terms were previously reserved for clients with liquid financial assets above $100 million. With the "retailization" of the investment management industry, these terms are often used by overzealous marketers and financial planners that reflect any opportunity where there are investable assets, no matter what the magnitude. Therefore, the tax-efficient practitioner should seek every opportunity for self-improvement through avenues that will allow for continual improvement of the practitioner's skill. A person with these courses can find job easily in any private limited company.